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安波福（APTV）与镜泰（GNTX）财务数据对比。点击上方公司名可切换其他公司
安波福的季度营收约是镜泰的8.0倍（$5.2B vs $644.4M）。镜泰净利率更高（14.5% vs 2.7%，领先11.8%）。镜泰同比增速更快（19.0% vs 5.0%）。安波福自由现金流更多（$651.0M vs $99.8M）。过去两年镜泰的营收复合增速更高（4.5% vs 2.5%）
安波福（Aptiv）是源自美国的全球知名汽车技术供应商，总部设于瑞士沙夫豪森。其前身是通用汽车旗下的零部件业务板块，后独立为德尔福汽车系统，经业务拆分重组后正式成立安波福，服务全球各大整车制造企业。
镜泰（Gentex Corp）是美国电子科技企业，面向汽车行业研发生产自动防眩目后视镜、摄像头式驾驶辅助系统等产品，为各类航空市场供应可调光飞机舷窗，同时面向北美消防市场提供光电烟雾探测器、信号设备及HomeLink无线系列产品。
APTV vs GNTX — 直观对比
营收规模更大
APTV
是对方的8.0倍
$644.4M
营收增速更快
GNTX
高出14.0%
5.0%
净利率更高
GNTX
高出11.8%
2.7%
自由现金流更多
APTV
多$551.2M
$99.8M
两年增速更快
GNTX
近两年复合增速
2.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $644.4M |
| 净利润 | $138.0M | $93.3M |
| 毛利率 | 18.7% | 34.8% |
| 营业利润率 | 8.2% | 18.6% |
| 净利率 | 2.7% | 14.5% |
| 营收同比 | 5.0% | 19.0% |
| 净利润同比 | -48.5% | 6.4% |
| 每股收益（稀释后） | $0.63 | $0.43 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APTVGNTX
| Q4 25 | $5.2B | $644.4M | ||
| Q3 25 | $5.2B | $655.2M | ||
| Q2 25 | $5.2B | $657.9M | ||
| Q1 25 | $4.8B | $576.8M | ||
| Q4 24 | $4.9B | $541.6M | ||
| Q3 24 | $4.9B | $608.5M | ||
| Q2 24 | $5.1B | $572.9M | ||
| Q1 24 | $4.9B | $590.2M |
净利润APTVGNTX
| Q4 25 | $138.0M | $93.3M | ||
| Q3 25 | $-355.0M | $101.0M | ||
| Q2 25 | $393.0M | $96.0M | ||
| Q1 25 | $-11.0M | $94.9M | ||
| Q4 24 | $268.0M | $87.7M | ||
| Q3 24 | $363.0M | $122.5M | ||
| Q2 24 | $938.0M | $86.0M | ||
| Q1 24 | $218.0M | $108.2M |
毛利率APTVGNTX
| Q4 25 | 18.7% | 34.8% | ||
| Q3 25 | 19.5% | 34.4% | ||
| Q2 25 | 19.1% | 34.2% | ||
| Q1 25 | 19.1% | 33.2% | ||
| Q4 24 | 19.6% | 32.5% | ||
| Q3 24 | 18.6% | 33.5% | ||
| Q2 24 | 19.2% | 32.9% | ||
| Q1 24 | 17.9% | 34.3% |
营业利润率APTVGNTX
| Q4 25 | 8.2% | 18.6% | ||
| Q3 25 | -3.4% | 18.7% | ||
| Q2 25 | 9.3% | 18.0% | ||
| Q1 25 | 9.3% | 19.6% | ||
| Q4 24 | 9.8% | 16.6% | ||
| Q3 24 | 10.4% | 20.7% | ||
| Q2 24 | 8.7% | 20.1% | ||
| Q1 24 | 8.5% | 21.9% |
净利率APTVGNTX
| Q4 25 | 2.7% | 14.5% | ||
| Q3 25 | -6.8% | 15.4% | ||
| Q2 25 | 7.5% | 14.6% | ||
| Q1 25 | -0.2% | 16.4% | ||
| Q4 24 | 5.5% | 16.2% | ||
| Q3 24 | 7.5% | 20.1% | ||
| Q2 24 | 18.6% | 15.0% | ||
| Q1 24 | 4.4% | 18.3% |
每股收益（稀释后）APTVGNTX
| Q4 25 | $0.63 | $0.43 | ||
| Q3 25 | $-1.63 | $0.46 | ||
| Q2 25 | $1.80 | $0.43 | ||
| Q1 25 | $-0.05 | $0.42 | ||
| Q4 24 | $1.22 | $0.39 | ||
| Q3 24 | $1.48 | $0.53 | ||
| Q2 24 | $3.47 | $0.37 | ||
| Q1 24 | $0.79 | $0.47 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.9B | $151.0M |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $9.2B | $2.5B |
| 总资产 | $23.4B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.81× | — |
8季度趋势，按日历期对齐
现金及短期投资APTVGNTX
| Q4 25 | $1.9B | $151.0M | ||
| Q3 25 | $1.6B | $183.4M | ||
| Q2 25 | $1.4B | $141.1M | ||
| Q1 25 | $1.1B | $307.1M | ||
| Q4 24 | $1.6B | $255.6M | ||
| Q3 24 | $1.8B | $200.1M | ||
| Q2 24 | $2.2B | $275.8M | ||
| Q1 24 | $941.0M | $265.8M |
总债务APTVGNTX
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.6B | — | ||
| Q2 25 | $7.8B | — | ||
| Q1 25 | $7.6B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $8.3B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $4.7B | — |
股东权益APTVGNTX
| Q4 25 | $9.2B | $2.5B | ||
| Q3 25 | $9.3B | $2.5B | ||
| Q2 25 | $9.7B | $2.4B | ||
| Q1 25 | $9.0B | $2.5B | ||
| Q4 24 | $8.8B | $2.5B | ||
| Q3 24 | $8.9B | $2.4B | ||
| Q2 24 | $11.5B | $2.4B | ||
| Q1 24 | $11.1B | $2.4B |
总资产APTVGNTX
| Q4 25 | $23.4B | $2.9B | ||
| Q3 25 | $23.5B | $2.9B | ||
| Q2 25 | $23.9B | $2.8B | ||
| Q1 25 | $23.1B | $2.8B | ||
| Q4 24 | $23.5B | $2.8B | ||
| Q3 24 | $24.8B | $2.7B | ||
| Q2 24 | $24.8B | $2.7B | ||
| Q1 24 | $23.6B | $2.7B |
负债/权益比APTVGNTX
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.93× | — | ||
| Q2 24 | 0.48× | — | ||
| Q1 24 | 0.42× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $818.0M | $125.5M |
| 自由现金流经营现金流 - 资本支出 | $651.0M | $99.8M |
| 自由现金流率自由现金流/营收 | 12.6% | 15.5% |
| 资本支出强度资本支出/营收 | 3.2% | 4.0% |
| 现金转化率经营现金流/净利润 | 5.93× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $458.0M |
8季度趋势，按日历期对齐
经营现金流APTVGNTX
| Q4 25 | $818.0M | $125.5M | ||
| Q3 25 | $584.0M | $147.0M | ||
| Q2 25 | $510.0M | $166.1M | ||
| Q1 25 | $273.0M | $148.5M | ||
| Q4 24 | $1.1B | $154.4M | ||
| Q3 24 | $499.0M | $84.7M | ||
| Q2 24 | $643.0M | $129.3M | ||
| Q1 24 | $244.0M | $129.9M |
自由现金流APTVGNTX
| Q4 25 | $651.0M | $99.8M | ||
| Q3 25 | $441.0M | $111.4M | ||
| Q2 25 | $361.0M | $135.0M | ||
| Q1 25 | $76.0M | $111.8M | ||
| Q4 24 | $894.0M | $112.7M | ||
| Q3 24 | $326.0M | $45.4M | ||
| Q2 24 | $417.0M | $97.5M | ||
| Q1 24 | $-21.0M | $98.0M |
自由现金流率APTVGNTX
| Q4 25 | 12.6% | 15.5% | ||
| Q3 25 | 8.5% | 17.0% | ||
| Q2 25 | 6.9% | 20.5% | ||
| Q1 25 | 1.6% | 19.4% | ||
| Q4 24 | 18.2% | 20.8% | ||
| Q3 24 | 6.7% | 7.5% | ||
| Q2 24 | 8.3% | 17.0% | ||
| Q1 24 | -0.4% | 16.6% |
资本支出强度APTVGNTX
| Q4 25 | 3.2% | 4.0% | ||
| Q3 25 | 2.7% | 5.4% | ||
| Q2 25 | 2.9% | 4.7% | ||
| Q1 25 | 4.1% | 6.4% | ||
| Q4 24 | 3.4% | 7.7% | ||
| Q3 24 | 3.6% | 6.5% | ||
| Q2 24 | 4.5% | 5.5% | ||
| Q1 24 | 5.4% | 5.4% |
现金转化率APTVGNTX
| Q4 25 | 5.93× | 1.35× | ||
| Q3 25 | — | 1.46× | ||
| Q2 25 | 1.30× | 1.73× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | 3.96× | 1.76× | ||
| Q3 24 | 1.37× | 0.69× | ||
| Q2 24 | 0.69× | 1.50× | ||
| Q1 24 | 1.12× | 1.20× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
GNTX
| Automotive Mirrors Electronics | $513.5M | 80% |
| Other | $53.2M | 8% |
| Other Products | $40.3M | 6% |
| Home Link Modules | $26.8M | 4% |
| Windows Product | $6.2M | 1% |
| Fire Protection Products | $4.4M | 1% |
